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How to create and manage subtasks in Vaiz

Subtasks help you break larger tasks into smaller, trackable pieces without leaving the parent task. They stay connected to the parent task while remaining easy to manage individually.

Step 1. Create a subtask

Open a task and scroll to the Subtasks section.

Task detail panel with the empty Subtasks section and name field highlighted

Enter a subtask name, then click Create task or press Enter.

Subtask name field with Create task option highlighted to confirm creation

Step 2. Manage a subtask

You can update most subtask properties directly from the Subtasks table.

Change the group by clicking the current group and selecting a different one.

Subtasks table with the Move to group dropdown open to change the subtask's group

Choose a priority using the double-chevron icon.

Subtasks table with the priority dropdown open to choose High, Medium, Low, or Default

Assign a type from the type picker.

Subtasks table with the type picker open to choose a color-coded task type

Select an assignee from the member field.

Subtasks table with the assignee search field open to select a member

Pick a due date, then click Apply to save it.

Subtasks table with the Due date calendar open and Apply button highlighted

Attach a milestone or create a new one if none exist.

Subtasks table with the Create milestone field open since the board has no milestones yet

You can also open the the More actions menu (six-dot menu) to:

  • mark the subtask as completed;
  • add it to Favorites or unfollow it;
  • assign or unassign yourself;
  • change its type, dates, priority, assignees, or milestones;
  • unlink the subtask from its parent task;
  • open it as a page or show it on the board;
  • view description history, copy its preview, or download it as a PDF;
  • move it to another board or convert it into a milestone;
  • duplicate, archive, or delete the subtask.
Subtask's full more actions menu listing all available options, from Completed to Delete task

Step 3. Mark a subtask as completed

Click the checkbox to the left of the subtask name. Completed subtasks are marked with a green checkmark.

If a task contains multiple subtasks, a progress indicator above the table shows how many have been completed.

Subtasks table showing one completed subtask with a green checkmark and progress indicator

Step 4. Reorder subtasks

Hover over a subtask until the drag handle (six dots) appears on the right. Drag and drop the subtask to change its position in the list.

Subtasks table with the drag handle icon highlighted for reordering

Step 5. Convert a subtask into a task

Open the subtask menu (⋮) and select Unlink subtask.

Subtask menu with Unlink subtask highlighted to convert it into a standalone task

The subtask becomes a standalone task and appears in its current group on the board.

Board view showing the unlinked subtask now listed as a standalone task in Todo

Step 6. Open a subtask separately

You can open a subtask in two ways:

  • click its name in the Subtasks section of the parent task;
  • click the subtask directly from the board if it is displayed there.
Subtask opened in its own detail view with the Parent task field shown at the top

The subtask opens in the same task view as a regular task, where you can edit all of its properties independently.

Subtask's detail view with the top-right actions menu open, showing options like Convert to Milestone and Download PDF